TOTH FINANCIAL ADVISORY CORP TTAN — SERVICETITAN INC

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  4 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported SERVICETITAN INC (TTAN) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows TTAN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TTAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in SERVICETITAN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TTAN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TTAN stock page TOTH FINANCIAL ADVISORY CORP fund profile TOTH FINANCIAL ADVISORY CORP full holdings
How TOTH FINANCIAL ADVISORY CORP held TTAN — position size vs. price
% of Fund (quarterly)    TTAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 210 -150 -41.7% 0.00% $15K 2026-07-14 $80.09
2026 Q1 ADDED — — — 360 +110 +44.0% 0.00% $23K 2026-04-16 $62.89
2025 Q4 ADDED — — — 250 +150 +150.0% 0.00% $27K 2026-01-20 $89.59
2025 Q3 INITIATED — — — 100 — — 0.00% $10K 2025-10-09 $101.50

🏢 Other funds also holding TTAN

As of 2026 Q2 — sorted by position size

JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 0.94% FNY Investment Advisers, LLC 3Y 7Y 0.09% HIGHLINE WEALTH PARTNERS LLC 0.08% First Bank & Trust 3Y 7Y 0.05% Northside Capital Management, LLC 3Y 7Y 0.04% LVW Advisors, LLC 3Y 7Y 0.02% ELEVATION WEALTH PARTNERS, LLC 0.02% Prospera Financial Services Inc 3Y 7Y 0.01% Allied Private Wealth LLC 0.01% DAVENPORT & Co LLC 3Y 7Y 0.0%

FAQ About TOTH FINANCIAL ADVISORY CORP and TTAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOTH FINANCIAL ADVISORY CORP reported owning TTAN?

TOTH FINANCIAL ADVISORY CORP reported TTAN across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported TTAN position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for TTAN was 0.00% in 2025 Q4.

What is the latest reported TTAN position on this page?

The most recent filing on this page is 2026 Q2, when TOTH FINANCIAL ADVISORY CORP reported 210 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this TTAN ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly TTAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOTH FINANCIAL ADVISORY CORP time their TTAN position?

Based on 13F filing dates vs. subsequent TTAN price moves, TOTH FINANCIAL ADVISORY CORP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TTAN relative to SPY over the holding period was -37.6%.

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